WealthPoint, Blackbaud's new wealth identification and information
service, provides you with financial, biographical and demographic data
on the wealthiest individuals in your database, enabling you to plan
the most effective cultivation strategies for your major donor prospects.
How It Works
Like ProspectPoint, the analysis begins when you send Blackbaud an
electronic copy of your database, including individual giving history.
To perform the screening, the information you provide is cross-referenced
against Blackbaud's WealthPoint database. Through a series of complex
matching algorithms, WealthPoint first identifies the wealthiest constituents
in your database and then appends a broad array of data about those
individuals, including biographical information, employment data, income
and assets, real estate and financial holdings, charitable gifts and
philanthropic interests and associations.
WealthPoint Online
WealthPoint Online is an added feature that allows you to access all
the vital WealthPoint financial and biographical information via a web
browser. This convenient access not only gives you a way to keep your
original WealthPoint results updated with fresh data but also provides
you with the means to gather information on new prospects as they come
to your organization.
Deliverables
Approximately four weeks after sending us your data, you will receive
the following:
- Your WealthPoint results, packaged in Blackbaud Analytics’
proprietary WealthPoint Viewer application. With the WealthPoint Viewer
you can:
- View and edit prospect records
- Map prospect locations
- Preview and print prospect profiles
- Preview and print statistical reports
- Interface with The Raiser’s Edge
- Export data to other financial and CRM systems
- ACD-ROM of your database as well as the WealthPoint results
- A presentation of the final results by an experienced member of
the Blackbaud Analytics team
WealthPoint Data Sources
Blackbaud has partnered with the most trusted data sources to create
one of the most comprehensive wealth databases in the industry. These
are a few of the trusted partners:
- Dun & Bradstreet®
- Lexis-Nexis Property Records
- MarketGuide
- Maruquis Who's Who®
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- FEC
- Larkspur Data
- Waltman's Charitable Gifts
Guidestar
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ProspectPoint & WealthPoint Together
Use ProspectPoint and WealthPoint services together to create the
most comprehensive and useful research results so you will spend the
appropriate amount of time and resources on each prospect segment and
maximize donation amounts at all giving levels.
Trust Blackbaud Analytics
Blackbaud Analytics employs cutting-edge modeling techniques to help
a diverse group of organizations such as:
- West Texas Rehabilitation Center
- American Red Cross - Greater Cleveland Chapter
- The Hospital for Sick Children
- Sunshine Foundation
- Northern Illinois University Foundation
- Royal Ontario Museum
- Fairmont State University
- Alma College
- National Alliance for Autism Research
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- The Coast Guard Foundation
- Xaverian Brothers High School
- University of North Florida
- Museum of Fine Arts Boston
- Seattle Symphony
- Spoleto Festival U.S.A.
- Sigma Chi
- St. Louis Zoo
- Berkshire School
- ASPCA
- Roman Catholic Archdiocese of Boston
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Call: 800.443.9441
E-mail:
Combining the power of ProspectPoint and WealthPoint
for a maximum prospect research solutions: case study
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